Help guides

Search function

If you want to find out more information about a fundraiser, fundraising page or donor you can use the search function within the ‘Manually allocate reporting codes’ screen. Here’s how:
Step 1
Sign in to your charity’s account.
Step 2
Go to ‘Reporting’ and then ‘Manually allocate reporting codes’.
Step 3
Select the tab you want to enquire about e.g. fundraisers.
Step 4
You can choose to see all records, or those that don’t currently have any reporting codes allocated. Each tab also contains a number of search criteria including surname, postcode, fundraising page URL and date range. If you’ve already set values for your reporting codes, you can search by reporting code too. Simply enter your criteria, and click ‘Search’.
Step 5
You can then click through each record in the search results using the ‘Next’ and ‘Previous’ buttons. You can also navigate by entering a page number in the box and clicking ‘Update’. Results appear in alphabetical order based on surname or event name.